See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,277 | $102,616-82.2% | $81,983-77.7% | $158,922-88.5% |
| Participation rate | 47.6% | 75.5%-27.9pp | 69.2%-21.6pp | 82.0%-34.3pp |
| Annual return | 14.60% | 61.04%-46.4pp | 41.31%-26.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,894 | $4,648-37.7% | $3,722-22.2% | $5,982-51.6% |
| Admin fee / account holder | $1,204 | $8,235-85.4% | $5,664-78.7% | $11,246-89.3% |